Job Description

Wholesale Account Executive - Hybrid

 

Job Summary: The primary role entails providing extensive technical expertise and administrative support to the Broker Team in relation to account placement and client service activities.

 

Key Responsibilities:

• Assisting in the input and maintenance of current client information in all mandatory systems.

• Coordinating with retail agency staff and underwriters to ensure the accuracy of account data.

• Preparing accounts for the renewal process and, if directed by the Broker, actively seeking new or renewed business.

• Crafting market submissions and cover letters for quotes to Agents, and scrutinizing received policies and documents for correctness.

• Contributing to the completion of assigned account transactions, internal processing, and document preparation such as endorsements, change forms, and invoices.

• Addressing invoicing issues in collaboration with Premium Accounting.

• Liaising with Premium Accounting regarding notices of cancellation.

• Ensuring that claim notifications are promptly forwarded to the claims department.

• Performing basic office tasks, including document filing, copying, printing, and file maintenance.

• Compiling reports, submissions, and cover letters, and conducting policy reviews for accuracy.

• Undertaking any other relevant tasks as assigned.

 

Education/Experience/Skills:

• Possesses 2+ years of relevant experience in a commercial insurance brokerage or underwriting environment.

• Prior experience in a wholesale or retail agency/brokerage setting is advantageous.

• An Associate's degree or higher is preferred.

• Must successfully pass the state exam and acquire an insurance license if mandated.

• Demonstrates a comprehensive understanding of insurance products and services.

• Exhibits the ability to effectively manage workload with minimal supervision.

• Maintains a keen attention to detail. • Proficient in Microsoft Office.

 

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